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WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$853M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.3M
3
+$938K
4
AMZN icon
Amazon
AMZN
+$862K
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$792K

Top Sells

1
+$1.35M
2
+$1.26M
3
+$915K
4
T icon
AT&T
T
+$624K
5
LIFE
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
+$569K

Sector Composition

1 Healthcare 11.2%
2 Technology 10.43%
3 Financials 8.51%
4 Industrials 8.31%
5 Energy 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
– –
-3,200
927
– –
-7,500
928
$0 ﹤0.01%
50
929
– –
-554
930
$0 ﹤0.01%
60
931
$0 ﹤0.01%
26
932
– –
-7,292
933
– –
-7,510
934
– –
-20,500
935
$0 ﹤0.01%
350
936
$0 ﹤0.01%
20
937
$0 ﹤0.01%
15
938
– –
-143
939
$0 ﹤0.01%
212
940
$0 ﹤0.01%
1
941
– –
-1,500
942
– –
-495
943
$0 ﹤0.01%
12
944
– –
-75
945
$0 ﹤0.01%
3
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